Mission Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Mission Wealth Management’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$427K	Buy	10,224 +2,493	+32%	+$99.5K	0.01%	740
2026 Q1	$284K	Hold	7,731	–	–	0.01%	623
2025 Q4	$294K	Hold	7,731	–	–	0.01%	617
2025 Q3	$292K	Buy	+7,731	New	+$283K	0.01%	601

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mission Wealth Management's DUHP Position: Q2 2026 in Review

Mission Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 32% in Q2 2026, buying an estimated $99.5K and bringing the position to 10,224 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #740.

Mission Wealth Management first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Mission Wealth Management held 10,224 shares of Dimensional US High Profitability ETF worth $427K as of Q2 2026.
Mission Wealth Management bought 2,493 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $99.5K.
Dimensional US High Profitability ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #740 holding.
Mission Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 4 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.